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KB

Kyle R. Bochat

FINANCIAL POTENTIAL WEALTH MANAGEMENT
GAINESVILLE, GA 30501
Some features on this profile are disabled
CRD#: 6298931
KB
Kyle Robert BochatFINANCIAL POTENTIAL WEALTH MANAGEMENT

Professional summary

Kyle Robert Bochat, CPWA® is a registered financial advisor currently at FINANCIAL POTENTIAL WEALTH MANAGEMENT located in Gainesville, Georgia.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kyle has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. K Brothers Development, LLC; Non-Investment Related; 605 Green St., Gainesville, GA 30501; Spec House Construction; President; 8/1/2023; 10 hours per month; 0 hours during trading hours; Provided start-up capital to buy land and develop the property. I assist from time-to-time with zoning or building code related meeting or inquiries and help keep some of the books and financial records. 2. Non-Variable Insurance; Investment Related; Buford, GA; LIfe, Non-Variable Insurance and Annuities; Insurance Agent; 10 hours per month; 10 hours during trading hours; Sales and service of non-variable insurance annuities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Robert Bochat's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CPWA®

Certified Private Wealth Advisor

Start date: 2022-10-04

Expire date: 2024-09-30

Experience

Current

August 28, 2026 - Present

FINANCIAL POTENTIAL WEALTH MANAGEMENT

Office #1: 210 Washington St Nw Suite 100, Gainesville, GA 30501
RIA
CRD#: 342728
GAINESVILLE, GA
Past

January 2, 2024 - September 8, 2026

WORLD INVESTMENTS, LLC

BD
CRD#: 20626
Gainesville, GA
Past

December 19, 2023 - September 8, 2026

WORLD INVESTMENT ADVISORS, LLC

RIA
CRD#: 208512
Gainesville, GA
Past

June 2, 2017 - December 21, 2023

IFG ADVISORY, LLC

RIA
CRD#: 168012
Gainesville, GA
Past

June 1, 2017 - December 21, 2023

LPL FINANCIAL LLC

BD
CRD#: 6413
GAINESVILLE, GA
Past

July 6, 2016 - June 2, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
GAINESVILLE, GA
Past

July 5, 2016 - June 2, 2017

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
GAINESVILLE, GA
Past

July 7, 2014 - July 5, 2016

EDWARD JONES

RIA
CRD#: 250
SUGAR HILL, GA
Past

April 15, 2014 - July 5, 2016

EDWARD JONES

BD
CRD#: 250
SUGAR HILL, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(8/28/2026)

Exams

What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 5/9/2014
Uniform Combined State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 4/14/2014
General Securities Representative Examination

Current Firm

FP
FINANCIAL POTENTIAL WEALTH MANAGEMENT
FINANCIAL POTENTIAL LLC | RICH LEGACY | FINANCIAL POTENTIAL, LLC | FINANCIAL POTENTIAL WEALTH MANAGEMENT

CRD#: 342728 / SEC#: 801-136761

RIA
Registered Investment Advisory firm - (7/17/2026 120-Day Approval)
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Contact information

Main Address
210 Washington St Nw Suite 100, Gainesville, GA 30501
Mailing Address
Phone number
(770) 287-8718
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- FINANCIAL POTENTIAL WEALTH MANAGEMENT (8/6/2026)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FINANCIAL POTENTIAL WEALTH MANAGEMENT

CRD#: 342728Gainesville, GA 30501

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